RGH-Global Limited is recruiting a Senior Wealth Administrator in Altrincham to join the Operations team. You will manage the administration and processing of new business, ensure accurate submissions and progress cases efficiently, while maintaining FCA-compliant standards.
You will liaise with advisers, clients and providers to deliver a seamless client experience and uphold high standards of accuracy and confidentiality throughout the financial planning process.
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Wealth Administration Specialist — Hybrid, Client-Focused in Altrincham employer: RGH-Global Limited
Join a leading wealth management practice in Bournemouth, where you'll thrive in a supportive environment that prioritises client relationships and high-quality financial planning. With a competitive salary, annual bonuses, and hybrid working options, this role offers not just a job but a pathway for professional growth and development, backed by an experienced team dedicated to your success.
